Institutional Ownership Innovator U.S. Equity Ultra Bu (UMAY)
This table provides information about the institutional ownership of Innovator U.S. Equity Ultra Bu (UMAY). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 888,274 shares, which have been reported (via 13F filing form) to have a value of $29.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
11,581
shares
|
$387,037
0.0% of portfolio
|
Q4 2024
Reduced 4.44%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
11,396
shares
|
$380,854
0.03% of portfolio
|
Q4 2024
Reduced 9.16%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
10,583
shares
|
$353,683
0.02% of portfolio
|
Q1 2025
Reduced 19.66%
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Apr 23, 2025 Q1 2025 |
10,351
shares
|
$345,930
0.31% of portfolio
|
Q1 2025
Added 1.45%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
8,126
shares
|
$271,570
0.01% of portfolio
|
Q1 2025
Reduced 52.99%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
8,113
shares
|
$271,136
0.0% of portfolio
|
Q2 2024
Reduced 53.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
7,572
shares
|
$253,056
0.0% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
May 05, 2025 Q1 2025 |
7,355
shares
|
$245,804
0.07% of portfolio
|
Q2 2023
New holding
|
|
|
Retirement Guys Formula LLC
|
Apr 23, 2025 Q1 2025 |
7,333
shares
|
$245,068
0.13% of portfolio
|
Q3 2024
Reduced 37.43%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Feb 14, 2025 Q4 2024 |
7,268
shares
|
$242,896
0.01% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
6,622
shares
|
$221,307
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Worth Pointe, LLC
La Jolla, CA |
May 06, 2025 Q1 2025 |
6,411
shares
|
$214,255
0.1% of portfolio
|
Q1 2025
Reduced 0.36%
|
|
|
Outlook Wealth Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
6,049
shares
|
$202,157
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
6,017
shares
|
$201,088
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Apr 29, 2025 Q1 2025 |
3,525
shares
|
$117,805
0.01% of portfolio
|
Q2 2023
Reduced 97.63%
|
|
|
Barclays PLC
London, X0 |
Feb 13, 2025 Q4 2024 |
2,659
shares
|
$88,863
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
2,016
shares
|
$67,374
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Noble Wealth Management Pbc
Greenwood Village, CO |
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$33,420
0.03% of portfolio
|
Q1 2025
Added 11.11%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
638
shares
|
$21,321
0.0% of portfolio
|
Q1 2024
Reduced 48.47%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
350
shares
|
$11,697
0.0% of portfolio
|
Q3 2024
Reduced 91.39%
|
|
|
Dhjj Financial Advisors, Ltd.
|
Apr 18, 2025 Q1 2025 |
315
shares
|
$10,527
0.0% of portfolio
|
Q1 2025
Reduced 32.98%
|
|
|
Larson Financial Group LLC
|
May 02, 2025 Q1 2025 |
186
shares
|
$6,216
0.0% of portfolio
|
Q2 2024
Reduced 31.11%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
108
shares
|
$3,609
0.0% of portfolio
|
Q4 2024
Reduced 91.32%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|